Socheatha Linda In
Fresno,CA
Summary
Bilingual professional with excellent interpersonal skills dedicated to building exceptional customer and business relationships. Highly motivated and results-driven individual with over ten years’ experience in leading functional teams to deliver high impact projects on time. Detail-oriented team player with strong organizational and collaborative skills.
Overview
13
13
years of professional experience
Work History
Financial Services Rep
EECU
Fresno, CA
05.2024 - Current
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Opening and closing certificate of deposits
- Processing night drop and mail in transactions
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Increased cross-selling opportunities by identifying customer needs
- Remained up-to-date on regulations, ensuring accurate audits
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Educated customers on features and benefits of banking products and services.
- Opened, closed, and updated accounts for customers.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
Construction Project Manager Coordinator
Comcast
11.2021 - 06.2023
- Manage job through full lifecycle updating milestones in P2
- Review construction funnel and monitor/update ECCD
- Provide administrative support for project completion
- Pull reports and provide feedback based on analysis of reports
- Review and approve invoices, reconcile jobs
- Assists with project status to ensure progress toward completion
- Collaborate/coordinate with functional teams to resolve project issues, mitigate risks, and complete tasks
- Review construction status with business partners to ensure deadlines are met
- Ensures effective implementation of solutions/changes
- Manage all assigned projects to completion.
Operations Administration
FedEx
03.2021 - 11.2021
- Ensure on time deliveries to customers
- Plot new development addresses into the mapping system
- Research accounts to solve clients’ questions and concerns regarding packages
- Process missing and late delivery report
- Search and locate missing packages
- Communicate with contractors to ensure speedy delivery
- Establish positive and effective communication among unit staff and organization’s leadership
- Develop and maintain relationships with external vendors and suppliers.
Assistant Manager
BBVA Bank
04.2017 - 03.2021
- Process night drop / self-service transactions log
- Daily Non-Sufficient Funds report
- Process applications for credit cards and loans
- General Ledger reviews
- Conduct operational audits
- Update banking center emergency contingency binder quarterly
- New account reviews for consumer, business, money market, and time deposits
- Quarterly banking center security review and certification
- Retain money market and CD balances
- Weekly and monthly safe deposit box reviews for delinquencies
- Document and monitor teller outages
- Review MIL/CTR reports
- Conduct monthly and quarterly cash counts for all cash boxes, ATM and Vault.
Personal Banker
Wells Fargo Bank
06.2011 - 04.2017
- Present product and service options to new and existing clients
- Maintain and balance a cash drawer while processing transactions
- Process applications for credit cards, loans and lines of credits
- Review and approve deposits on customers’ accounts
- Meeting and exceeding sales goals
- Assist customers with any inquiries regarding their account
- Conduct 24 hour/10 days service calls
- Train new employees
- Open and close the branch
- Process incoming and outgoing shipment from Loomis
- Conduct financial reviews on consumer accounts
- Prepare and balance the vault daily
- Process nightly reports.
Education
JE Young Academy
Skills
- Construction Management
- Process and Procedures
- Hardworking and Reliable
- Data Review
- Safety Protocols
- Client Relations
- Project Planning
- Expense Reports
- Project Management
- Staff Training
- Outstanding Customer Service
- Quality Assurance and Control
- General Ledger Review
- Loan Processing
- Operations
- Regulatory Compliance Knowledge
- Fraud Detection Methods
- Account Reconciliation
- Cash Flow Management
Timeline
Financial Services Rep
EECU
05.2024 - Current
Construction Project Manager Coordinator
Comcast
11.2021 - 06.2023
Operations Administration
FedEx
03.2021 - 11.2021
Assistant Manager
BBVA Bank
04.2017 - 03.2021
Personal Banker
Wells Fargo Bank
06.2011 - 04.2017
JE Young Academy